+250.4%
ROIV vs WING
-34.0%
+284.3%
-79.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WING | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.0% | +2.5% | +1.7% |
| 7D | +0.6% | -3.9% | +4.5% | +1.3% |
| 30D | +1.0% | -11.6% | +12.5% | +2.8% |
| 3M | +18.3% | -24.2% | +42.5% | +23.2% |
| 6M | +18.3% | -54.1% | +72.4% | +35.6% |
| YTD | +61.0% | -53.9% | +114.9% | +82.2% |
| 1Y | +177.9% | -64.4% | +242.2% | +230.5% |
| 3Y | +199.1% | -30.2% | +229.3% | +160.1% |
| All | +250.4% | -34.0% | +284.3% | +154.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WING.
Daily Out/Under-Performance
Portfolio return minus WING return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WING return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded WING wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling